Start date with download

GCF Treasurer

I downloaded my bank info but it didn't give me a start date . My fiscal year is 6/1.

It started in mid-may so I can't breakdown my starting balance with carry overs.

Is there a way to eliminate and start over with a start date?

Quicken Carlos

Hi @GCF Treasurer,

Thanks for reaching out to the Quicken Community!

The amount of historical data that can be downloaded is determined by the financial institution and is typically limited to the last 90–200 days. As a result, Quicken cannot specify a custom start date when downloading transactions automatically.

However, there are a few workarounds that may help. Before proceeding with any troubleshooting steps, I recommend creating a backup of your data file.

Option 1: Delete older transactions

You can manually delete any transactions prior to 6/1. After doing so, adjust the Opening Balance transaction as needed to ensure your account balance is correct as of the start of your fiscal year.

Option 2: Import transactions using a QFX file

If your financial institution supports QFX (Web Connect) files, you may be able to download transactions for a custom date range and import them into Quicken.

To do so:

• Log in to your financial institution's website.
• Select the account you wish to download transactions for.
• Locate and select the download option (usually found on the account transactions page).
• Choose QFX or Web Connect as the download format.

• Specify the desired date range.
• Download the file.
• Import the QFX file into Quicken and add or link the account as appropriate.

Once the account has been added, I suggest turning off automatic transaction entry for the account beginning on 6/1. This will allow you to review downloaded transactions before they are entered into the register and help you identify any duplicate or unwanted transactions.

To do so:

• Go to Tools > Account List.
• Locate the account and click Edit.
• Select the Online Services tab.
• Click the Automatic entry is: On.

• Select No – Never automatically add transactions to this account.

After that, you can reconnect the account for automatic transaction downloads moving forward.

To change the connection method:

• Click Tools > Account List.
• Click Edit next to the account.
• Select the Online Services tab.
• Click Change connection method.
  • If that option is unavailable, click Deactivate first.
• Once deactivated, click Set up now.
• Select your financial institution and sign in.
• Review the accounts found.
• For existing accounts, choose Link to existing account and select the corresponding Quicken account.

• Click Next.
• Click Finish to complete the setup.

I hope this helps! Let me know how it goes.